Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Kentucky State University
  • B.S., Business Management / Economics
  • 1977 - 1981

Interests

  • I'm an avid jazz music fan! Due to the Covid-19 pandemic, next year
  • I plan to travel to jazz festivals in Newport, R.I., Chicago, IL
  • Kiawah Island, SC and Monterey, CA!
  • I'm a loyal Cincinnati Bengals (Who-dey!), Reds and Bearcats fan!